⁠Quality Investing with Aria
Friendly reminder $AMZN trades at its cheapest valuation EVER! 📈

Buying today gets you:
- #1 in Ecommerce
- #1 In Cloud Computing
- #3 In Online Ads

How is this not a not brainer long? Mean reversion alone would give you 76% upside to $300

What do you think 🤔
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⁠Librarian Capital
"I packed my little snowball very early, and if I had packed it ten years later, it would have been way different than where it stands on the hill right now. So I recommend to students that ... you start out a little ahead of the game"
- Warren Buffett, as quoted in "Snowball" https://t.co/HgppJQWbcx
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⁠Quality Investing with Aria
INSERT THE STOCK THEY COMMENTED ON AHAHAHAHAH

BRO THEYRE GETTING TOO CREATIVE 🤣🤣🤣🤣 https://t.co/PRmnxM0zWz
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⁠Stock Analysis Compilation
Artisan Partners on Insmed $INSM US

Thesis: Insmed's promising pipeline, led by Brensocatib, targets huge unmet needs in respiratory disease, offering significant multi-billion-dollar growth potential.

(Extract from their Q2 letter) https://t.co/CWlmfA83K7
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⁠Quiver Quantitative
Super Micro Computer, $SMCI, has now fallen 35% after being accused of accounting fraud earlier this week.

Here is our data on insider selling by $SMCI executives: https://t.co/YZP7qV5EQk
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⁠Bourbon Capital
Do you have any green stock?

It seems like $NVDA is dragging down the entire market
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⁠PitchDeckGuy
Nvidia is set to report earnings today

Here's their pitch deck: https://t.co/XsfosR0Zhl
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⁠Lumida Wealth Management
$300 Billion. Gone or Added. In a flash.

UBS CIO says $NVDA's stock might swing wildly post earnings based on options pricing data.

How wild? "Around 10%"

That's a $300 Billion swing. In one day.

Everyone's watching. Waiting. Hoping.

- EPS: Will it hit $0.64?
- Revenue: Can it reach $28+ billion?
- Future guidance: Will it be even better than expected?

#Nvidia #NVDA @nvidia
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⁠Quality Investing with Aria
RT @QualityInvest5: Google $GOOGL is the most undervalued big tech stock, down -14% since all time highs.

Here's 7 reasons why this could be a GENERATIONAL opportunity to buy the stock. ( THREAD 🧵) https://t.co/IehTNJlLbU
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⁠Bourbon Capital
$SMCI PE fell below 20 a few hours ago https://t.co/ZBOFKiAbV6
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⁠Value Spotlight (Andrew Sather)
Include Provisions in Invested Capital for ROIC? (Tutorial)

Request from @TheFinanceLad: Whitbread $WTBDY https://t.co/QHvfPhrjO8
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